We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$48K +$9.59K +131 +24%
RFM
302
Royal Fund Management
Florida
$36K
AWM
303
AllSquare Wealth Management
New York
$29K +$29.1K +397 New
WOC
304
West Oak Capital
California
$28.9K
IWM
305
IHT Wealth Management
Illinois
$19K -$11.2K -153 -36%
GBT
306
Grove Bank & Trust
Florida
$19K
OFW
307
Omnia Family Wealth
Florida
$17K +$14.4K +197 +616%
OFS
308
Orrstown Financial Services
Pennsylvania
$16K +$4.39K +60 +39%
OC
309
Oakworth Capital
Alabama
$14K
AIM
310
Acrospire Investment Management
Illinois
$14K +$14.6K +200 New
CHP
311
Cable Hill Partners
Oregon
$11K
IUHSA
312
Itau Unibanco Holding S.A.
Brazil
$11K +$2.93K +40 +36%
JIM
313
Jupiter Investment Management
United Kingdom
$10K -$783K -10,695 -99%
IA
314
IFP Advisors
Florida
$10K -$7.84K -107 -44%
WCBA
315
Weaver C. Barksdale & Associates
Tennessee
$10K
AIL
316
AGF Investments LLC
Ontario, Canada
$9K -$1.02K -14 -10%
FPFS
317
First Personal Financial Services
North Carolina
$9K
SSB
318
Sandy Spring Bank
Maryland
$9K
MWM
319
MinichMacGregor Wealth Management
New York
$7K
VCM
320
Versant Capital Management
Arizona
$7K
WA
321
WFG Advisors
Texas
$7K
FHA
322
First Horizon Advisors
Tennessee
$7K +$5.35K +73 +228%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$6K
PA
324
Parallel Advisors
California
$5K +$3.08K +42 +127%
RFA
325
Reilly Financial Advisors
California
$4K